Lightspeed

Jorrit Palfner and Yannik Schrade discuss the importance of privacy for mass adoption of crypto. They explain zero-knowledge proofs, how Light and Elusiv bring privacy onchain, and the risks associated with privacy. They also explore the integration of Margin Pie with privacy protocols and the use of privacy technologies in Solana.

This episode is the opening presentation from Breakpoint 2023! You'll hear from Solana's top talent, including Anatoly, Dan Albert, Amira Valliani, Noah Prince and Mert Mumtaz. This is the Solana ecosystem deep dive you won't want to miss!- -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home- -Timestamps(00:00) Introduction(00:52) Anatoly: The Solana Thesis(12:58) DAS 2023 Promo(13:55) Dan Albert: Firedancer Is Live On Testnet!(20:03) Amira Valliani: Client Diversity and Decentralization(27:35) Noah Prince: Only Possible On Solana(35:29) Mert Mumtaz: Now Is The Time to Build(42:18) Austin Federa and Anatoly: What's Next?- -Follow Anatoly: https://twitter.com/aeyakovenkoFollow Dan: https://twitter.com/DanPaul000Follow Amira: https://twitter.com/amiravallianiFollow Noah: https://twitter.com/redacted_noahFollow Austin: https://twitter.com/Austin_FederaFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesLink to all Breakpoint panelshttps://www.youtube.com/@SolanaFndnBreakpoint 2023https://solana.com/breakpoint- -Disclaimers:Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Tushar Jain, Co-founder of Multicoin Capital and prolific investor in the crypto space, discusses topics such as Solana's rise, L1 value accrual, DePIN token distribution, harmfulness of TVL metric, Solana's consumer chain narrative, Solana's decentralization, Bitcoin's problem, attention as everything, and metrics that matter.

Kash Dhanda and Brandon Potts join us to discuss how builders can leverage Solana's unique value proposition to be the go-to ecosystem for crypto's next wave of users. Kash is a founding member of Superteam, where he helps Solana projects launch and grow their community, and Brandon is a Principal at Framework Ventures. In this conversation, we cover Solana's resurgence and payments narrative, crypto business models, Solana's shortcomings, whether Solana will be the default consumer chain, crypto's emerging market opportunity and more!- -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home- -Timestamps(00:00) Introduction(00:59) Solana’s Resurgence(07:34) The Payments Narrative: Solana’s Schelling Point(14:03) Content Creation + Solana's Value Prop(18:13) Crypto Business Models(23:06) The Importance of Community(27:22) Web2 vs Web3(32:25) DAS London Plug(33:33) The Most Exciting Things in Solana Right Now(40:16) A Solana Roast: What Needs to Improve?(45:33) Is Solana the Consumer Chain?(50:36) Crypto’s Emerging Market Opportunity(56:49) Abstract the Tech, Focus on Outcomes(01:01:36) Hyperdrive: Solana’s Hackathon- -Follow Kash:https://twitter.com/kashdhandaFollow Brandon: https://twitter.com/b_potts23Follow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesSuperteamhttps://superteam.fun/Framework Ventureshttps://framework.ventures/Hyperdrivehttps://solana.com/hyperdrive- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Joel Monegro, co-founder of Placeholder and crypto OG, talks about Solana's compounding advantage. Topics include Solana vs Ethereum design approaches, infrastructure consolidation, app-specific L2 use cases, updated thoughts on The Fat Protocol Thesis, finding investment edge, and improving writing.

Jon Charbonneau, investor and researcher in Solana and Ethereum, discusses SVM adoption for Solana, rollups scaling Ethereum, convergence of integrated and modular chains, and what Ethereum and Solana can learn from each other. They also explore end-user verification, writing tips for crypto, and the impact of SVM Roll Up for Eclipse on Solana's future.

Fisk and Matti, from Zee Prime Capital, join us to discuss the rise of crypto's first superapp. In this episode, we cover the Fappening Thesis (superapp), why everyone invests in middleware, how protocols establish moats, the future of Web3 social, how crypto will impact equality and more! Fisk and Mattie have some of the most eccentric and prescient ideas in crypto - you won't want to miss this one.- -Timestamps(00:00) Introduction(00:54) The Dev2Dev Thesis(08:13) The Fappening: Rise of the Superapp(15:02) How Apps Establish Moats(18:45) Is Blockspace Commoditized?(30:44) Uniswap’s New Fee: Protocols vs Frontends(36:24) Web3 Social: Status vs Utility(47:31) Equal Opportunity vs Equal Outcomes(55:58) Advice: Think Different- -Follow Fisk: https://twitter.com/FiskantesFollow Matti:https://twitter.com/mattigagsFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesZee Primehttps://zeeprime.capital/The Future of OwnyFanshttps://zeeprime.capital/the-future-of-owny-fansThe Fappeninghttps://zeeprime.capital/the-fappeningThe Middleware Thesishttps://zeeprime.capital/infrastructure-lego-the-middleware-thesis- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Mert Mumtaz and Garrett Harper discuss Solana disinformation, the increasing adoption of the SVM, the ETH vs SOL debate, and the power of permissionless frontends. They also explore the importance of distribution and marketing for tech products, the shift in narrative regarding scalability and modularity of blockchain networks, and funding challenges in the bear market.

Antonio García Martínez joins us to discuss why onchain attribution and advertising are crucial to crypto's growth. Antonio is a prolific ad tech entrepreneur, the author of Chaos Monkeys and now the founder of Spindl. In this episode, we discuss the evolution of Web2 advertising, crypto's massive onchain attribution opportunity, data privacy and ownership, potential catalysts for crypto's adoption, how AI will impact advertising and more!- -Timestamps:(00:00) Introduction(00:56) The Evolution of Ad Tech(13:47) How Spindl Brings Attribution to Web3(22:11) Crypto’s Publisher Problem and Discovery(25:38) The Importance of Being Native to the Medium(33:19) Data Privacy and Ownership(35:55) Antonio’s Web3 Thesis(41:03) Should DAOs Exist?(44:24) What Will Catalyze Crypto's Adoption?(48:09) AI’s Impact on Advertising(51:10) Advice for Startup Founders(54:20) Rapid Fire- -Follow Antonio: https://twitter.com/antoniogmFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- - ResourcesSpindlhttps://www.spindl.xyz/Chaos Monkeyshttps://www.amazon.com/Chaos-Monkeys-Obscene-Fortune-Failure/dp/0062458191Stratechery (Ben Thompson)https://stratechery.com/Mobile Dev Memohttps://mobiledevmemo.com/- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Antonio Juliano, the founder of dYdX, joins us to discuss why dYdX is launching an appchain. dYdX has over $1T in exchange volume, 50%+ market share of onchain perps market, and is one of the few crypto products that's found a semblance of product-market fit. Despite this, dYdX is moving from Starkware (an Ethereum L2) to a Cosmos-based appchain, officially launching this month! In this episode, we cover why dYdX is launching an appchain, finding product-market fit, decentralization vs immutability, branding and distribution, why Antonio is now against horizontal integration and more!- -Timestamps(00:00) introduction(00:57) dYdX: Crypto’s Leading Perpetuals Exchange(04:50) Why dYdX is Launching an Appchain(17:07) Choosing the Right Tech Stack(20:59) The L2 Landscape(24:52) Jito Midroll(25:57) Does Cosmos Have to Succeed for dYdX to Succeed?(28:51) Decentralization and Immutability(33:24) Why Should People Care About DeFi?(39:10) The User-Generated Value Thesis(43:55) What Antonio Has Learned as a Crypto Founder(49:29) Committees Can't Make Big Bold Decisions(55:30) Discovery and Branding(57:09) Horizontal vs Vertical Integration(01:01:13) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Antonio: https://twitter.com/AntonioMJulianoFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesJitojito.networkdYdXhttps://twitter.com/dYdXhttps://dydx.exchange/- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.